Configuring Incident reports

Who is this article for?
Administrators and Managers who want to learn how to get started with Lucidity Incident.

Administrator permissions are required to follow some of these steps.

There are many different reports available from Lucidity Incident. This article details the different reporting options available.

1. Reports

Video: Reports Menu Overview

Reports can be accessed via the relevant menus and tabs throughout the module or via the Reports page and provide a range of information from detailed listings of issues through to statistical analysis.

1.1. Things to note

Reports can:

Be filtered using a range of options which vary depending on the type of report being used. There are many filter options. (e.g. project, division, issue type, issue status, dates).
Include the Save Current Filter option, allowing for the reuse of selected filters
Include the My Emails and My Filters tabs, allowing access to saved filters and emailing of the report to selected users.
Open in Excel. From here, data can be manipulated as required, merged with data from other reports and saved to PDF.

1.2. Reporting on large quantities of data

When running reports where large amounts of data is returned, it is important to know:

Run time may vary dependent on Internet speed and the quantity of data.
Report results may be split across several worksheets within the Excel spreadsheet.

2. Generating Reports

To generate any of the reports from the Reports menu:

Click the required report.

Reports menu

Define the report by completing the relevant fields i.e. to filter the result by a project, division, issue type, issue status, dates or any of the available filters

Click Print to generate the report.

3. Available Reports

The following reports are available from the Reports menu:

Report	Description (click images to enlarge)
Incident Report - Category	High level summary of incident reports Rows: Incident Reports. Columns: Information about each Incident including actual and potential consequences, injury severity, dates etc.
Contributing Factor Report	Summary of contributing factors from causal analysis Rows: Issues. Columns: Information about each contributing factor including reasons for inclusion, incident type etc.
Contractor Involvement	Lists all issues where contractors were involved Rows: Issues. Columns: Information about the issue each Incident including contractor, description, actions etc.
Issue Summary	Statistical summary of all Issues Rows: Division (can be changed to group by project, business unit etc). Columns: Statistical figures for the number of issues per division that have injury, near miss, LTI's etc as part of the report.
Issue Overview	Detailed or summary report on all issues and associated details Rows: Issue. Columns: All details of Issue including responsible manager, dates, injury report, severity etc.
Plant Damage Report	List costs of plant damage, including a summed total Rows: Issue. Columns: All details of the plant incident including type of plant, $ value, rego etc.
Cost Summary Report	Summary of all costs associated with all issues, including summed totals Rows: Issue. Columns: All cost details including value of theft, plant, property etc.
Regulatory Notification Report	List of all regulatory notifications submitted Rows: Notification. Columns: Summary of notification details including the regulatory body, type, open actions etc.
Issue Action Report	List of assigned actions from all Issues, including colour coded due dates Rows: Actions. Columns: Summary of actions details including action assignee, description, dates, status etc.
Incident Environment Report	Detailed list of all environmental incidents Rows: Environmental Incident. Columns: All incident issues including responsible managers, contamination details, type, volume, flora and fauna impact etc.